Filed October 18, 2004 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,640 | $176,377-60.5% | $134,143-48.1% | $158,922-56.2% |
| Participation rate | 89.5% | 78.7%+10.8pp | 72.2%+17.3pp | 82.0%+7.5pp |
| Annual return | 14.40% | 63.63%-49.2pp | 36.33%-21.9pp | 302.83%-288.4pp |
| Employer contribution / active EE | $1,724 | $5,040-65.8% | $3,704-53.5% | $4,761-63.8% |
| Participant deferral / active EE | $3,559 | $4,091-13.0% | $3,499+1.7% | $5,982-40.5% |
| Admin fee / account holder | $4,839 | $8,718-44.5% | $6,684-27.6% | $11,246-57.0% |